Haotian-CryptoInsight

When @KaitoAI's airdrop feast ended, it was obvious that Yap's voice on Twitter was less, which is actually normal. If you only connect to Kaito for airdrops, you have not realized the value of Kaito's ecological niche:

Objectively speaking, Kaito is the attention economy distribution dispatch center (chain) of this round of Crypto Cycle, KOL is the miner/verification consensus branch (node) that supports the operation of this system, $KAITO is the necessary incentive (Tokenomics), Mindshare is the business model of the Kaito network (renting block capacity), and those project parties that join the Kaito ecosystem are actually key customers (Gas consumers).

When the MEME assets led by PumpFun are flying all over the sky, the Crypto world is bound to see a war for attention. Imagine that more and more project parties need Mindshare block ownership, which will definitely increase Gas resources to inject economic momentum into the chain. When the block capacity of the chain is gradually saturated, it will inevitably bring very strong commercial value support. Then, as a mining node (KOL), every miner can enjoy lasting commercial dividends.

“Platform itself → Attention economy distribution and dispatch center (chain)
KOL → Miner/verification node
$KAITO → Incentive mechanism (Tokenomics)
Mindshare → Business model (block capacity rental)
Project party → Customer (Gas consumer)”

This is the positive flywheel of the attention flow economy created by Kaito. No one deliberately brushes it, the algorithm is the least challenging, and the business model is the healthiest and most sustainable.

Let me share my views on the theft of 1.5 billion yuan in assets from Bybit:

1) Compared with the fragile blockchain ecosystem where there was a security incident almost every three days from 2018 to 2019, we haven't heard of large-scale hacker attacks for a long time, so much so that we have confidence in the overall security deployment capabilities of the dark forest of blockchain.

But once the Bybit theft incident broke out, it was discovered that blockchain security issues will always accompany the consolidation and development of the blockchain ecosystem. Smart contract engineering implementation capabilities, local server system deployment capabilities, social engineering security awareness protection capabilities, etc., may be found by hackers at any time. Security weaknesses. Blockchain security issues should never be taken lightly.

2) Bybit has performed very well in spot trading volume, listing market strategy, user activity, etc. in the past year. It is in the process of recruiting troops, expanding its layout, and preparing for the battle. Such an unpredictable attack by hackers will more or less affect the momentum of continued advancement.

However, many people in the market compare this with the FTX bankruptcy incident. I think this is a bit too much. For the CEX exchange system, the impact of external security threats is far less fatal than the internal governance risks. Compared with the systemic collapse caused by FTX's "internal troubles", Bybit only needs time to resist external hacker attacks;

3) Many people are panicking that the "unlocking" of 1.5 billion will bring a lot of selling pressure to the market. Based on the experience of previous major hacker attacks, it is only the market confidence that is frustrated in the short term. The disorderly panic withdrawal and selling is the root cause of market fluctuations.

It is almost impossible for the huge amount of assets of 1.5 billion US dollars to flow out through CEX. It can only be separated through the mixer and then slowly digested on the chain in 1-3 years. Therefore, the market needs to remain vigilant, but there is no need to panic too much.

The AI ​​industry will move from "volume models" to "volume applications". When the model itself is no longer a scarce resource, the focus of competition will be on how to implement the model as a tool for AI agents. Therefore, the next AI Agent will take three major directions: 2 segmented application tracks + 1 big infra narrative

1) Defai, a financial service agent, including automated MEV strategy (extending MEV capture rights from miners to ordinary users), dynamic risk management (allowing Agent to automatically adjust mortgage rate, stop loss line, predict black swan), on-chain credit score (analyzing user historical behavior, personalizing DeFi interest rate and pledge rate), etc.;

2) Gamefai, a game service agent, including multi-agent collaborative mini-games (new game paradigm), human + agent gambling interaction (AI pet battle), and game NPC agentization (NPC has memory emotions and growth trajectory, and forms a virtual social relationship with players);

3) Chainization, a web2 AI Agent that connects to the "generalization and modularization" exploration of blockchain infra in the past, including decentralized computing power, data, algorithm platform, Oracle 2.0 adapted to Agent, DA storage that can dynamically manage memory, and interoperability that supports multi-agent collaborative interaction based on chain infra, etc.